Sr. Salesforce Administrator
Sales Process Optimization & User Experience
Own the end-to-end Salesforce experience for the sales organization (AEs, SDRs, Sales Managers) across ChiroTouch, RevolutionEHR, ClinicSource, Doctible, and other verticals.
Simplify page layouts, record types, and navigation to reduce clicks and make it easier for reps to move through the sales process.
Cleanup legacy fields, stages, and process artifacts from the recent multi-brand Salesforce consolidation.
Build and maintain dynamic forms, guided actions, and Lightning app customizations that surface the right information at the right stage.
Partner with sales leadership to translate process changes into Salesforce configuration.
Agentforce Implementation & AI Automation
Lead the evaluation, design, and rollout of Salesforce Agentforce to automate repetitive sales tasks (lead routing, follow-up reminders, data enrichment, next-best-action prompts).
Build and configure Agentforce agents, topics, and actions that align with PracticeTek's sales motion and short deal cycles.
Identify high-impact automation opportunities across the funnel: lead qualification, demo scheduling, quote generation, and proposal follow-up.
Integrate Agentforce with existing automation (Flows, Outreach sequences) to avoid duplication and ensure a cohesive experience.
Measure and report on Agentforce adoption, time savings, and impact on pipeline velocity.
Data Quality & Reporting
Drive data hygiene initiatives to clean up legacy records from the multi-brand migration (inconsistent stages, orphaned records, duplicate accounts).
Ensure custom object data flows correctly from lead creation through opportunity close.
Partner with SalesOps on funnel metrics and conversion rates by brand.
Security, Permissions & User Management
Rationalize and consolidate a large number of permission sets and profiles using permission set groups.
Handle user provisioning, role hierarchy changes, and territory assignments across vertical-based sales teams.
Ensure field-level security and sharing rules align with multi-brand data access requirements.
Manage sandbox environments for testing and deployment.